Mosaic Financial Group’s AstraZeneca AZN Stock Holding History

Mosaic Financial Group’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$493K	Hold	2,601	–	–	0.32%	72
2026 Q1	$513K	Sell	2,601 -2	-0.1%	-$386	0.36%	63
2025 Q4	$478K	Hold	2,603	–	–	0.33%	69
2025 Q3	$399K	Buy	2,603 +17	+0.7%	+$2.57K	0.28%	73
2025 Q2	$361K	Hold	2,586	–	–	0.28%	75
2025 Q1	$380K	Sell	2,586 -233	-8%	-$33.7K	0.31%	70
2024 Q4	$369K	Buy	+2,819	New	+$395K	0.26%	75

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mosaic Financial Group's AZN Position: Q2 2026 in Review

Mosaic Financial Group held its AstraZeneca (AZN) position steady in Q2 2026 at 2,601 shares worth $493K. The position accounts for 0.32% of the portfolio, ranked #72.

Mosaic Financial Group first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Mosaic Financial Group held 2,601 shares of AstraZeneca worth $493K as of Q2 2026.
Mosaic Financial Group left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.32% of Mosaic Financial Group's portfolio in Q2 2026, its #72 holding.
Mosaic Financial Group first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Mosaic Financial Group's AstraZeneca position peaked at $513K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.